Sell Smarter. Market Better. Stay Connected

Acumatica CRM Keeps your sales, marketing, and customer data in sync - so nothing slips through the cracks.

Tired of jumping between systems? With everything in one place, your team can follow up faster, track every touchpoint, and close more deals—without the chaos.

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Give Your Team a Complete View of Every Customer

When systems don’t talk to each other, follow-ups get missed and opportunities fall through. Acumatica CRM keeps everything—from emails and activities to quotes and order history—in one place. Sales and marketing stay aligned, support has full context, and everyone moves faster.

Track Every Interaction

See the full history of emails, calls, quotes, orders, and cases—all in one place.

 

Never Miss a Follow-Up

Automate reminders, reassign tasks, and keep deals moving with smart workflows.

Align Sales and Marketing

Share real-time data between teams and connect campaigns directly to revenue.

Streamline Lead Management

Capture, score, and assign leads automatically—so nothing gets lost or delayed.

Measure What Matters

Use dashboards to track performance, campaign ROI, and pipeline progress by rep or region.

Work Right From Your Inbox

Create or update leads and contacts directly from Outlook or Gmail with CRM add-ins.

Bring Sales, Marketing, and Service Together

Download the datasheet to see how Acumatica CRM helps your team stay aligned, follow up faster, and manage every customer relationship in one place.